ASML Is Sold Out For 2028: Cantor’s Muse Sees 66% Upside For The Stock
Cantor’s C.J. Muse says ASML is effectively sold out through 2028, raises EPS estimates and keeps a €2,500 target, about 65% above the stock’s close.
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Intel has exposed 1 million wafers using ASML High-NA EUV. Samsung targets 2028 production, while TSMC aims for 2030.
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Cantor’s C.J. Muse says ASML is effectively sold out through 2028, raises EPS estimates and keeps a €2,500 target, about 65% above the stock’s close.
ASML says chipmakers have accepted higher equipment prices as AI demand strengthens its bargaining power
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